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Magnus Financial Group’s Kirby Corp KEX Stock Holding History

Magnus Financial Group’s Portfolio KEX Stock Details KEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,486
Closed -$312K – 627
2019
Q4 		$312K Sell
3,486
-61
-2% -$5.05K 0.04% 286
2019
Q3 		$291K Hold
3,547
– – 0.05% 268
2019
Q2 		$280K Hold
3,547
– – 0.05% 286
2019
Q1 		$266K Hold
3,547
– – 0.05% 293
2018
Q4 		$239K Buy
+3,547
New +$262K 0.06% 275

Other funds holding KEX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Magnus Financial Group's KEX Position: Q1 2020 in Review

Magnus Financial Group sold out of Kirby Corp (KEX) in Q1 2020, closing a stake of 3,486 shares — an estimated $312K sold.

Magnus Financial Group first reported a position in KEX in Q4 2018 and held it in 5 quarters. The position peaked at $312K in Q4 2019. 235 funds tracked by Wall St. Rank hold KEX as of Q1 2020.

  • Magnus Financial Group reported no remaining Kirby Corp position as of Q1 2020 after selling out during the quarter.
  • Magnus Financial Group sold 3,486 Kirby Corp shares in Q1 2020, an estimated $312K.
  • Magnus Financial Group first reported a position in Kirby Corp in Q4 2018 and held it in 5 quarters.
  • Magnus Financial Group's Kirby Corp position peaked at $312K in Q4 2019.
  • 235 funds tracked by Wall St. Rank held Kirby Corp as of Q1 2020.

Based on Magnus Financial Group's 13F filing for Q1 2020, filed 11 May 2020.